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Online Resumes with "Personal Financial "
portfolio management and advisory
I am searching for a client facing role focusing on business development where I may leverage my experience and relationships in the investment management sector. I am currently with a private banking team at BAML ($4Bn AUM) in Houston. My role involves consulting institutional portfolio managers, private bankers and family offices on complex/customized investment strategies (alternatives). I dedicate much of my efforts to...
Tags for this Online Resume: Equity, Management, Risk Management, Bonds, Private Equity, Banking Industry, Capital markets, Equities, Financial, Financial Models, Private equity
Sales Representative - 14 Years of Experience - Near 34219
QUALIFICATIONS SUMMARY Performance-driven professional with the ability to achieve and exceed goals in a high-pressure environment. I am seeking a rewarding and challenging career that offers the opportunity for career advancement. * Skilled at analyzing situations and developing strategic solutions to exceed standards. * Proven leadership and team-building skills with the ability to direct teams and manage high-quality rel...
Tags for this Online Resume: Retail, Financial Industry, Annuity, Audit, Compliance
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor - 19 Years of Experience - Near 19341
SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...
Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial
